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The Greenbrier Companies

252 hedge funds and large institutions have $2.1B invested in The Greenbrier Companies in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $7.77M

16% more capital invested

Capital invested by funds: $1.82B → $2.1B (+$284M)

1.37% more ownership

Funds ownership: 107.19%108.56% (+1.4%)

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

1% less funds holding

Funds holding: 254252 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
86
Reduced
84
Closed
34
Calls
$16.3M
Puts
$7.77M
Net Calls
+$8.5M
Net Calls Change
-$462K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$71K
ASN
202
Advisory Services Network
Georgia
$69K
PK
203
Pflug Koory
Nebraska
$69K
MAM
204
Meeder Asset Management
Ohio
$68K +$48.5K +841 +284%
BFC
205
Bedel Financial Consulting
Indiana
$67K +$115 +2 +0.2%
CHP
206
Cable Hill Partners
Oregon
$62K -$4.9K -85 -8%
EARNEST Partners
207
EARNEST Partners
Georgia
$60K
VCM
208
Versant Capital Management
Arizona
$58K
TC
209
Truvestments Capital
Florida
$56K +$53.3K +925 New
LIA
210
LS Investment Advisors
Michigan
$53K
SWP
211
Stratos Wealth Partners
Ohio
$46K +$44.1K +765 New
SWA
212
Sutton Wealth Advisors
Florida
$39.1K
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$37K +$115 +2 +0.3%
MOACM
214
Mutual of America Capital Management
New York
$37K +$29.3K +508 +488%
Loomis, Sayles & Company
215
Loomis, Sayles & Company
Massachusetts
$36K -$5.76K -100 -14%
AF
216
Advisornet Financial
Minnesota
$33K
Macquarie Group
217
Macquarie Group
Australia
$30K +$11.5K +200 +67%
IA
218
IFP Advisors
Florida
$27K -$6K -104 -19%
CHC
219
City Holding Co
West Virginia
$26K
NWM
220
Northwest Wealth Management
Iowa
$21K +$20.1K +348 New
FHA
221
First Horizon Advisors
Tennessee
$20K
JA
222
JOYN Advisors
Georgia
$18K +$346 +6 +2%
FHA
223
Flagship Harbor Advisors
Massachusetts
$15K -$16.1K -280 -53%
AIS
224
Accurate Investment Solutions
Pennsylvania
$15K +$4.73K +82 +47%
EWM
225
Endurance Wealth Management
Rhode Island
$12K

GBX Hedge Fund Activity: Q3 2018 in Review

252 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q3 2018, worth a combined $2.1B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GBX positions and 34 closed out — a net gain of 2 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $58.2M. The largest seller was Ashler Capital, exiting entirely with an estimated $28.4M sold.

  • 252 institutional investors held The Greenbrier Companies (GBX) as of Q3 2018, down from 254 in Q2 2018.
  • Funds reported $2.1B of The Greenbrier Companies stock for Q3 2018, up 16% quarter-over-quarter.
  • 36 funds opened new The Greenbrier Companies positions in Q3 2018 and 34 closed out, a net change of +2 holders.
  • The largest The Greenbrier Companies buyer in Q3 2018 was Wellington Management Group, an estimated $58.2M added.
  • The largest The Greenbrier Companies seller in Q3 2018 was Ashler Capital, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2018.